Basic & Advanced IRA-Fall 2026
An instructor from Convergent Retirement Plans will cover the basic and advanced aspects as an IRA custodian. The Day 1 basic seminar will include beginning knowledge of IRA terminology, proper IRA set-up and plan opening, qualifications and contribution limits for all IRA plan types, rollovers and transfers, and basic distribution information. The Day 2 intermediate-level seminar will explain the most up-to-date changes, including health savings accounts and non-spouse beneficiary rollovers from qualified plans. You will also learn what to include in your IRA customer files. Note for all IRA training: Each single day of IRA training can be attended independently of the other, but for the most comprehensive learning experience, attending both sessions back to back is recommended.
Full Agenda
Continuing Education Credit
In-person attendees qualify for 6.5 of Continuing Professional Education (CPE) credit in the area of Specialized Knowledge and MUST be sure to sign in and out on the CPE attendance tracking sheet in order to receive credit.
In accordance with the standards of the National Registry of Continuing Professional Education (CPE) Sponsors, CPE credits have been granted based on a 50-minute hour.
Tennessee Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors (150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417). Visit their website at www.nasba.org.
For additional continuing education information, administrative policies or complaints, call the TBA education department at 615-244-4871 or 800-964-5525.
Registration
Last day to register is 10/1/2026